SEC Form 13F

Plan A Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$235,074,407
Positions194

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NORTHERN LTS FD TR IVPTLINSPIRE 500 ETF$45,516,878159,100
UNIFIED SER TROAIMONEASCENT INTL$31,340,818655,254
BERKSHIRE HATHAWAY INC DELBRK.ACL A$18,721,25025
TIMOTHY PLANTPSCU S SM CP CORE$8,767,202182,718
NORTHERN LTS FD TR IVIBDINSPIRE CORP BD$7,654,917322,041
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$6,964,800288,517
NVIDIA CORPORATIONNVDACOM$5,865,03829,312
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$5,483,43092,971
ABRDN ETFSBCIBBRG ALL COMD K1$4,822,177215,854
NORTHERN LTS FD TR IVWWJDINSPIRE INTL ETF$3,118,53881,787

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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